Thesis Builder (Interactive)

Core of This Page

Enter ticker → Use the P2B-C2 4-dimension framework + P2B-C5 5-item self-check to grade in real time → Export as .md / .yaml.

How to Use

1. Fill in each field of the form below
2. The right side displays 5 self-checks in real time (green = pass, red = not enough filled in)
3. All 5 green → Click "Export .md" to download and save to ~/thesis/ (as taught in P2B-C5)
4. Not all green → Keep filling; don't ship a half-baked thesis

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📝 Your Thesis

Ticker: View: — Select — bull (long-term bullish) bear (long-term bearish) neutral (no action) watching (observe, no position) Confidence: — Select — high (all 5 steps passed, P3-C2) medium (3-4 steps passed) low (1-2 steps passed) Core Thesis (1-2 sentences): Supports (1 per line, must include numbers + source): Red Flags (1 per line, format "risk | trigger"): Catalysts 90d (1 per line, format "date | event | look_for"): Price Outlook (current / base 90d / bull 90d / bear 90d): Anti-thesis (mandatory: write the strongest opposing argument, as taught in P3-C5):

✅ 5 Self-Checks (Real-Time)

• ⚪ core_thesis can be explained in 1 minute Needs 50-300 characters
• ⚪ Each support has numbers + source Needs ≥3 items, each containing numbers ($/% /year/shares)
• ⚪ Each red_flag has an observable trigger Needs ≥2 items, each with "|" separating the trigger
• ⚪ ≥1 catalyst within 90d Needs ≥1 item, including a date
• ⚪ anti-thesis explicitly written Needs ≥50 characters of opposing argument

📤 Export

Download .md Download .yaml

All 5 must pass to export. Save to ~/thesis/{ticker}_{date}.md

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Relationship to Previous Content

Field	Where It Was Taught
view / confidence	P2B-C2 · 4-Dimension Thesis Framework
supports must have numbers	P2B-C3 · Valuation Glossary
red_flags must have trigger	P3-C5 · Anti-thesis Writing
catalysts find leading signals	P3-C3 · Find Industry Bottlenecks · Practical Calendar
anti_thesis	P3-C5 · Anti-thesis

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Usage Loop

1. Write: Thesis Builder
2. Review: Every Sunday, 10 min (as taught in P2B-C5)
3. Verify: On catalyst night, cross-reference (using Calendar)
4. Review: After 90 days, compare against base rate (Patterns)